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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

278 hedge funds and large institutions have $2.35B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 127 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-18
Holders Change %
-6.08%
% of All Funds
6.11%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.77%
New
22
Increased
127
Reduced
99
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$45.2M
2
Ameriprise
Ameriprise
Minnesota
+$42.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$25.1M
4
RJA
Raymond James & Associates
Florida
+$12.2M
5
RA
RFG Advisory
Alabama
+$8.22M

Top Sellers

1
Jane Street
Jane Street
New York
-$49.1M
2
AA
Alesco Advisors
New York
-$25.4M
3
BTS
BB&T Securities
Virginia
-$24.6M
4
BlackRock
BlackRock
New York
-$20.7M
5
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
151
Capital Wealth Planning
Florida
$959K +$959K +31,188 New
EDRIA
152
Edmonds Duncan Registered Investment Advisors
Kansas
$940K -$283K -9,210 -23%
RIG
153
Roosevelt Investment Group
New York
$922K – – –
AIM
154
Aspen Investment Management
Michigan
$918K -$145K -4,700 -14%
FA
155
Fagan Associates
New York
$916K -$66K -2,146 -7%
NGA
156
Naples Global Advisors
Florida
$915K +$429K +13,940 +88%
PFA
157
Pinnacle Family Advisors
Missouri
$835K +$100K +3,253 +14%
NSB
158
Norway Savings Bank
Maine
$822K +$62.2K +2,023 +8%
Creative Planning
159
Creative Planning
Kansas
$809K +$10.1K +329 +1%
CF
160
Centaurus Financial
California
$779K -$1.24M -40,282 -61%
CCG
161
Chatham Capital Group
Georgia
$778K – – –
PCS
162
Personal CFO Solutions
New Jersey
$762K +$762K +24,758 New
RPA
163
Rock Point Advisors
Vermont
$756K +$128K +4,175 +20%
BAM
164
Belpointe Asset Management
Nevada
$746K +$101K +3,282 +16%
WIC
165
Woodmont Investment Counsel
Tennessee
$730K -$31.2K -1,014 -4%
NAM
166
NTV Asset Management
West Virginia
$717K – – –
CHP
167
Cable Hill Partners
Oregon
$710K -$76.9K -2,500 -10%
SP
168
Successful Portfolios
Florida
$704K -$16.9K -549 -2%
CPO
169
Cerity Partners OCIO
New York
$681K +$41K +1,333 +6%
WIA
170
World Investment Advisors
California
$666K – – –
TA
171
TCG Advisors
Texas
$660K +$95.9K +3,119 +17%
AI
172
Atria Investments
North Carolina
$656K +$45.5K +1,479 +7%
KFP
173
KMG Fiduciary Partners
Ohio
$646K +$646K +20,990 New
BOTW
174
Bank of the West
California
$626K +$92.3K +3,000 +17%
APC
175
Aspire Private Capital
North Carolina
$617K +$4.4K +143 +0.7%
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